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Training Video Series for Building Financial Capability: A Planning Guide for Integrated Services

In March 2015, the Administration for Children and Families published Building Financial Capability: A Planning Guide for Integrated Services (the Guide). The Guide is an interactive resource to help community-based organizations develop a plan for integrating financial capability services into existing programs (e.g., housing, job training, or Head Start). This series of five short training videos provides instructions, tips, and examples for using the tools and resources in the Guide to begin integrating financial capability services or to improve or expand existing efforts. If you have any questions or feedback, please email PlanningGuide@cfed.org.

Series Introduction

Jeannie Chaffin, the Director of the Office of Community Services, and Kate Griffin, the Vice President for Programs at CFED, describe the importance of financial capability integration and provide an introduction to the Guide.

Section 1: Envisioning Your Client's Financial Capability

Kori Hattemer, Associate Director of Savings & Financial Capability at CFED and co-author of the Guide, provides an overview of how to use the first three tools in the Guide to develop a Theory of Change about how clients manage their finances now, what improved financial capability would look like, and how to bring about this change.

Section 2: Building the Team

Rita Bowen, an independent consultant and co-author of the Guide, provides an overview of how to use Tools 4-7 from the Guide to assess the internal and external resources available to help your clients build financial capability.

Section 3: Moving Into Action

Kori Hattemer, one of the co-authors of the Guide, provides instructions for using Tools 8-12 from the Guide to identify points in the current program workflow when financial capability services would be most relevant and accessible, develop specific plans for implementing services, and build a logic model for your integration work.

Cross-Cutting Section: Making the Case

Rita Bowen, one of the co-authors of the Guide, describes how you can use the Key Stakeholder Support Tool to make the case for your integration work to an array of key stakeholders – from funders and leadership to frontline staff and community partners.